The Thomas Group

Merrill Lynch Wealth Management
4242 Six Forks Rd
Raleigh, NC 27609
(919) 420.1436
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"We believe that strategies without guidance may be found lacking; but with the help of a variety of advisors, they may succeed. Our purpose is to walk alongside you through life to provide the financial guidance necessary to help you accomplish your goals."- The Thomas Group
The Thomas Group
Welcome

As a client of The Thomas Group, you come first. Our tradition starts with getting to know you and learning what matters most to you. As we learn and understand your priorities, we can help you define your financial goals and then assist you and your family in achieving them. Whatever your goals are – preserving and growing your wealth, leaving a legacy to your family, supporting your community and charities – we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. It’s not about industry benchmarks – it’s about you, your hopes, and your dreams.

Recognition
William Thomas
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Thomas Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

The best financial strategy is the one that helps you achieve your goals. From the start, we ask about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College expenses for children or grandchildren on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your current financial needs and future financial desires.

Meet Our Team
William Thomas,

CFA

Managing Director, Wealth Management Advisor
919.420.1436
William Thomas,

CFA

Senior Vice President, Wealth Management Advisor
919.420.1435
Wendy H Busby,

CRPC™

Assistant Vice President, Wealth Management Associate
919.420.1422
Jessica Baskin Lester
Officer, Registered Wealth Management Client Associate
919.420.1418
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.